What is ClearPoint Strategy?

ClearPoint Strategy is a balanced scorecard and strategy software for strategy and finance managers, healthcare administrators, city management professionals, and more. The software minimizes the challenges related with reporting and allows users to quickly build dashboards and scorecards that update automatically.

The customizable solution adjusts according to reporting processes and allows viewing and sharing reports in a variety of formats. Availability of the API saves users from manually inputting the data as it can pull information from a variety of sources. The software aims to make reporting easier for users and provides businesses of various sizes with the tools they need to enhance performance and manage their scorecards more efficiently. It supports Norton and Kaplan and variations of the methodology, allowing businesses to manage their scorecards accurately.

Overview of ClearPoint Strategy Benefits

ClearPoint Strategy comes with tools and features users need to build scorecards and dashboards that auto-update, allowing users to manage objectives, initiatives, measures and actions from a single platform. This saves them from the hassle related to managing scorecards using different systems. The customizable reports fit to unique reporting processes and allow customizing fields, style, layouts and more. Reports can easily be shared in different formats, which ensure professional presentation of data. The software brings all the performance management data into a single place, making it easier for users to analyze and present information.

Customized PDF reports help users brief the management in a better way and ensure better navigation through briefing book hyperlinks. The software helps avoid version-control issues and allows multiple people to make updates simultaneously. Users can cut-paste data directly from Microsoft Excel into data tables and use the Data Loader to link to on-premise information sources. Seamless integration with other cloud sources using the API or Zapier helps extend functionality and makes data import easier.

The linked strategy maps help visually track status of the strategy, while Balanced Scorecards allow managing perspectives, themes and other elements. The software generates RAG statuses automatically after entry of new data and saves time and valuable human resources. Notifications include email reminders, status change alerts and update notifications, which ensure that users update data accurately and timely. Account admins can take advantage of rule-based permissions to ensure every user only has access to information related to them.

If you are considering ClearPoint Strategy it might also be sensible to check out other subcategories of Best Business Intelligence Software gathered in our database of B2B software reviews.

Since each organization has particular business requirements, it is advisable for them to desist from searching for a one-size-fits-all perfect software application. Needless to say, it would be futile to try to find such a system even among widely used software platforms. The smart thing to do would be to list the various vital elements that require consideration such as key features, budget, skill levels of employees, company size etc. Then, you should do your research thoroughly. Read some ClearPoint Strategy reviews and look into each of the other apps in your shortlist in detail. Such comprehensive homework can ensure you discard ill-fitting applications and select the solution that offers all the features you require for business success.

How Much Does ClearPoint Strategy Cost?

ClearPoint Strategy Pricing Plans:

Free trial

Basic

$250/month

Professional

$800/month

Enterprise

By quote

ClearPoint Strategy offers three SMB and enterprise pricing packages for users to choose from. Give the details a look, and select the best plan for your business:

Basic – $250/month

Unlimited scorecards

5 full-access users

Premium support and training

Professional – $800/month

Unlimited scorecards

10 full-access and 25 view-only users

Setup concierge service

One premium support contact

Data loader

HTML publishing

Enterprise – By quote

Unlimited score cards

Min. 25 full-access and unlimited view-only users

Update-only users at a discounted price

Setup concierge service

Two premium support contacts

Data loader

HTML publishing

API access

Single Sign-On

User Satisfaction

We realize that when you make a decision to buy Business Intelligence Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and ClearPoint Strategy reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with ClearPoint Strategy. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

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